Work History
Edward Jones
Edward JonesJuly 2016 to Current
FINANCIAL ADVISOR
Teresa A Carroll
CFP®, AAMS™, CRPC™
2831 Midway Rd SE Ste 112, Bolivia, NC 28422opens in a new windowAccepting New Clients
Focus Areas
- Wealth Strategies
- Retirement Income Strategies
- Insurance & Annuities
- Teachers and Professors
- Estate & Legacy Strategies
- Intergenerational Planning
About Teresa
As an Edward Jones financial advisor, I value personal relationships based on a deep understanding of your unique financial needs, so I may develop the most appropriate financial strategy to help you achieve your goals.
My team and I work closely with you, your CPA, attorney and other key professionals, using our established process, to determine the most appropriate strategy to address each facet of your financial picture.
I hold a Series 7 and Series 66 securities registrations, a Life/Health Insurance license and a long-term care license. To help serve my clients, I earned the CFP® certification and the AAMS™...
My team and I work closely with you, your CPA, attorney and other key professionals, using our established process, to determine the most appropriate strategy to address each facet of your financial picture.
I hold a Series 7 and Series 66 securities registrations, a Life/Health Insurance license and a long-term care license. To help serve my clients, I earned the CFP® certification and the AAMS™...
Work History
Edward Jones
Edward JonesJuly 2016 to Current
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™AAMS™
Accredited Asset Management Specialist™CRPC™
Chartered Retirement Planning Counselor™
Education
Univ of NC at Pembroke
Univ of NC at PembrokeMastersSullivan College
Sullivan CollegeBachelor of Business Admin
Education
Univ of NC at Pembroke
Univ of NC at PembrokeMastersSullivan College
Sullivan CollegeBachelor of Business Admin
Personal Interests
- Spending Time with Family
- Reading
- Walking
- Animal Rescue
- Pets
Team Members
Liz BjornstadSr. Branch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:00AM - 04:00PM |
| Fri | 08:00AM - 04:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:00AM - 04:00PM |
| Fri | 08:00AM - 04:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Location
BoliviaFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.
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